CreativeOne Wealth, LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on VMBS, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 464,458 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 464,458 shares
Change vs previous 13F +36,938 shares
0.47% of the 13F portfolio, value $21,741,251.
13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 427,520 shares
Change vs previous 13F not available
0.47% of the 13F portfolio, value $20,072,049.
13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).